Guy E. Baker

Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, is the founder and Managing Director of Irvine, California-based BTA Advisory Group, a multi-disciplinary practice serving wealthy families and owners of closely held businesses.Each of BTA's sister organizations is managed by an experienced professional and partner. The services include The Stewardship Advisors, an estate and legacy planning consulting firm; BMI Consulting, a national management consulting firm specializing in the succession and compensation issues and problems facing closely-held businesses; Baker, Thomsen Associates, a compensation and benefits consulting firm; Baker Jensen Investment Advisors, a registered investment advisor; and BTA Advisory Group, an insurance and financial products marketing company.Guy's experience in the business planning and estate planning field is extensive. He has completed over 20 estate plans for families with a net worth in excess of $25 million in the last five years working with Tim Voorhees, a nationally known estate planning attorney. Guy helped found the National Association of Family Wealth Counselors and was a founding Board Member in The Stewardship Alliance -- a group of professionals dedicated to providing legacy and wealth planning to high net worth donors to Christian ministries. He completed the Professional Mentoring Program in 1999 and has lectured at various estate planning council meetings, spoken at many CLU Institutes and was featured on a several CLU Televideo Conferences.Guy holds a BS\/Economics in 1967 from Claremont McKenna College and an MBA\/Finance in 1968 from the University of Southern California. Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant 1981. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, Guy is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and Registered Investment Advisor.Guy earned Life and Qualifying membership in the Top of the Table (TOT) in 1977 and has qualified consistently ever since. A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book is Market Tune-up a recounting of lessons he learned that helped him stay Top of the Table. In addition, Guy wrote "Investment Alchemy" a guide to stock market management. Other books by Guy include, "Why People Buy", "Baker's Dozen - 13 Principles for Financial Success", each with over 20,000 in print. His best sales idea is The Box, an easy to understand discussion about the fundamentals of life insurance, having distributed over 500,000 pieces throughout the financial services industry. In addition, he has developed several seminar packages to educate 401(k) investors plus an 8 cassette seminar training album called "Market Tune-up", to assist professional agents in their quest to increase productivity and re-engineer their practice.Phone: (949) 900-0099